MAGNOLIA PRIVATE WEALTH, LLC
CRD #324102 SEC #801-128251 PHILADELPHIA, PA 5714771375
SEC Registered
Total AUM
$225.7M
Discretionary
$218.4M
Employees
4
Clients
101
Accounts
712
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $225.7M | $218.4M | $7.3M | 4 | 0 |
| Mar 2025 | $225.7M | $218.4M | $7.3M | 4 | 0 |
| Jan 2025 | $110.7M | $110.1M | $617.6K | 3 | 0 |
| Aug 2024 | $110.7M | $110.1M | $617.6K | 3 | 0 |
| Mar 2024 | $110.7M | $110.1M | $617.6K | 3 | 0 |
| Oct 2023 | $101.8M | $101.3M | $470K | 3 | 0 |
| Jul 2023 | $0 | $0 | $0 | 3 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| Jun 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$225.7M
Discretionary$218.4M
Non-Disc.$7.3M
Employees4
Clients0
DateMar 2025
Total AUM$225.7M
Discretionary$218.4M
Non-Disc.$7.3M
Employees4
Clients0
DateJan 2025
Total AUM$110.7M
Discretionary$110.1M
Non-Disc.$617.6K
Employees3
Clients0
DateAug 2024
Total AUM$110.7M
Discretionary$110.1M
Non-Disc.$617.6K
Employees3
Clients0
DateMar 2024
Total AUM$110.7M
Discretionary$110.1M
Non-Disc.$617.6K
Employees3
Clients0
DateOct 2023
Total AUM$101.8M
Discretionary$101.3M
Non-Disc.$470K
Employees3
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0